CirrusFM Reports

Overview

Reports in CirrusFM can be generated for:

• Quotes

• Workorders

• Supplier Insurance

These reports help you track activity, filter key information, and export results for analysis or sharing.

Step 1 — Access Reports

1. Log in to CirrusFM.

2. Click Reports from the main menu.

3. A new screen will open.

4. From the side menu, select one of the following report types:

   • Quotes

   • Workorders

   • Supplier Insurance

Quotes and Workorders

• Step 2 — Generate Quotes or Workorders Reports

• 1. Select Report Type
  Choose either Quotes or Workorders from the side panel.

    2. Apply Filters (Optional)

    You can tailor the report to your needs using filters:

    ? Search Filters

• Portfolio

• Property

• Supplier

    ? Date Filters

• Required dates

• Order dates

• Use the toggles to turn these on or off.

    Example:
    If you want to view all outstanding items, you may switch off both date filters.

    ? Status Filters

    Filter by status such as:

• Rejected

• Waiting for supplier answer

• Answered

• Workorder created

    ⚡ Priority Filter

    Filter by the priority assigned to the quote or workorder.

    ? Include Comments

    Choose whether comments should appear in the report.

3. Choose Sorting Order

Reports can be ordered by:

• Supplier

• Property

• Required date

• Status

• Priority

• Reference number

4. Select Output Format

Choose how you want to view or export the report:

• PDF

• Excel spreadsheet

• Print to screen

5. Generate the Report

Click Generate Report.

Generate Supplier Insurance Reports

1. Select Supplier Insurance

From the Reports side menu, click Supplier Insurance.

2. Apply Filters

Available filters include:

• Supplier

• Show latest only

3. Generate the Report

Click Generate Report to create the report.